Life Insurance Broker - Umhlanga

Offers will also be considered in accordance with the candidate's current salary, working experience, qualifications and skill sets. - Commission will be offered on new business sales only. - Commission is paid once off and based on commission received as the broker/intermediary from the insurance company. - No benefits such as petrol or travel allowance, medical aid or pension. Minimum requirements: Minimum Matric with Tertiary Education in Finance related field Non-Negotiable! (NQF5: Wealth Management/ BCom) RE5 Non-Negotiable Relevant Class of Business's in place Fit and Proper Minimum 3 Years in Financial Planning Role Excellent command of Microsoft Excel or related software Experience in working with Professionals and High Net worth clients. Previous Book not a requirement Drivers License and Own Vehicle non-negotiable Responsibilities: Work with company book of clients to meet and review their portfolio providing professional financial advice and offerings. Prospect and obtain new clients in the market to add to its already extensive book Provide financial products and services in a professional manner, building rapport and confidence with the clients. Work with various FSPs and internal departments and communicate effectively and efficiently in resolving concerns or queries. Maintain ongoing communication with clients Develop comprehensive financial plans tailored to individual client Provide advice on investment strategies, retirement planning, estate planning and tax optimization Stay informed about market trends and economic developments Assess clients risk tolerance and recommend appropriate risk management strategies Provide advice on Investment and Risk Products. Identify opportunities for cross-selling and upselling financial services Network with professionals, attend industry events, and participate in marketing initiatives Ensure compliance with industry regulations and ethical standards. Maintain accurate records and documentation. Stay updated on changes in financial laws and regulations. Prepare regular reports for management and clients.

Location: Umhlanga, KwaZulu-Natal, ZA

Posted Date: 7/2/2025